13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001963787
申报总市值
US$3.7亿
US$3.7亿
99 檔
16.4%
Commonwealth Retirement Investments LLC 在 Q4 2024 季度的美股仓位总计估值为 US$3.7亿，分散于 99 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q4 2024 期间，Commonwealth Retirement Investments LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Commonwealth Retirement Investments LLC 的前 5 大核心持股（包含 AVGO, JPM, MSFT 等）合计占整体申报市值的 16.4%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | 股票-科技 | 8.44% | +1.38% | -6.05% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.85% | -1.33% | -0.32% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.46% | +0.08% | +2.72% | |
| 4 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.58% | +0.19% | +2.83% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.52% | +0.20% | -8.84% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 3.37% | -4.12% | EXIT | |
| 7 | HD | Home Depot Inc | 股票-周期性消费 | 2.91% | +0.07% | -0.48% | |
| 8 | CSCO | Cisco Systems Inc | 股票-科技 | 2.91% | +0.43% | -0.03% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.79% | +0.49% | -4.21% | |
| 10 | BND | Vanguard Total Bond Market | ETF-其他 | 2.56% | -0.20% | +8.35% | |
| 11 | MO | Altria Group Inc | 股票-非周期性消费 | 2.54% | -0.55% | -0.49% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 2.24% | -0.58% | -23.04% | |
| 13 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.18% | +0.92% | +1.63% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.03% | +2.00% | +2.41% | |
| 15 | LMT | Lockheed Martin CORP | 股票-工业 | 1.92% | -0.97% | -0.27% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.92% | -0.13% | -0.24% | |
| 17 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.68% | -0.75% | +3.21% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 1.48% | — | +2.88% | |
| 19 | UPS | United Parcel Service-cl B | 股票-工业 | 1.48% | -1.05% | -7.85% | |
| 20 | TFC | Truist Financial CORP | 股票-金融 | 1.39% | -0.02% | -0.41% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.32% | +0.18% | +1.50% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.23% | -0.25% | +2.30% | |
| 23 | AAPL | Apple Inc | 股票-科技 | 1.22% | — | +2.95% | |
| 24 | PNC | Pnc Financial Services Group | 股票-金融 | 1.20% | — | +0.21% | |
| 25 | TXN | Texas Instruments Inc | 股票-科技 | 1.18% | +0.03% | +1.64% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.17% | +0.04% | +4.18% | |
| 27 | MET | Metlife Inc | 股票-金融 | 1.13% | +0.44% | +1.10% | |
| 28 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.08% | -1.07% | +2.27% | |
| 29 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 1.07% | +0.15% | +2.06% | |
| 30 | MTB | M & T Bank CORP | 股票-金融 | 1.05% | -0.42% | -1.14% | |
| 31 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.04% | -0.59% | -1.46% | |
| 32 | UNP | Union Pacific CORP | 股票-工业 | 1.04% | -0.01% | +2.94% | |
| 33 | CME | Cme Group Inc | 股票-金融 | 1.03% | -0.07% | +2.73% | |
| 34 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.98% | -0.02% | +13.99% | |
| 35 | BBY | Best Buy Co Inc | 股票-周期性消费 | 0.95% | +0.06% | -0.29% | |
| 36 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.93% | -0.02% | -0.05% | |
| 37 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.92% | +0.05% | +14.07% | |
| 38 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.90% | -0.01% | +17.81% | |
| 39 | XLE | Ss Energy Select Sector | ETF-其他 | 0.84% | +0.04% | NEW | |
| 40 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.76% | -0.30% | +1.43% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.75% | -0.03% | +167.69% | |
| 42 | AMGN | Amgen Inc | 股票-医疗保健 | 0.74% | -0.57% | +1.00% | |
| 43 | PRU | Prudential Financial Inc | 股票-金融 | 0.70% | +0.02% | +1.55% | |
| 44 | MA | Mastercard Inc - A | 股票-金融 | 0.69% | -0.05% | +1.72% | |
| 45 | PAYX | Paychex Inc | 股票-科技 | 0.69% | +0.10% | +1.30% | |
| 46 | HPQ | Hp Inc | 股票-科技 | 0.67% | +0.88% | -0.36% | |
| 47 | FAST | Fastenal Co | 股票-工业 | 0.67% | -0.46% | +1.00% | |
| 48 | LRCX | Lam Research CORP | 股票-科技 | 0.65% | +0.18% | +953.73% | |
| 49 | LHX | L3harris Technologies Inc | 股票-工业 | 0.63% | -0.04% | +2.13% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.62% | — | +0.17% |
根据 SEC 官方 Form 13F 申报备案，Commonwealth Retirement Investments LLC 在 Q4 2024 季度的美股持仓总市值约为 US$3.7亿，共申报了 99 个公开持股仓位。
在 Q4 2024 季度，Commonwealth Retirement Investments LLC 按市值排列的前三大核心持股分别为：AVGO (8.4%)、JPM (4.8%)、MSFT (4.5%)。其中最大持股仓位 AVGO 占据整体投资组合约 8.4% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
在 Q4 2024 季度中，Commonwealth Retirement Investments LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。